Purchases and Sales Made in Q4 2021 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2021. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-4.57KClosed |
$1.8M - $2.01M
|
0
$0
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.59K- 45.13% |
$1.81M - $2.01M
|
5.58K
$3.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.61K- 33.71% |
$1.82M - $2.02M
|
9.06K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.65K- 8.54% |
$1.83M - $2.04M
|
49.8K
$27.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-4.75K- 42.9% |
$1.87M - $2.09M
|
6.33K
$3.51M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.92K- 31.84% |
$1.94M - $2.16M
|
10.5K
$5.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.02K- 25.51% |
$1.98M - $2.2M
|
14.6K
$8.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-5.06K- 13.98% |
$1.99M - $2.22M
|
31.1K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.15K- 22.06% |
$2.03M - $2.26M
|
18.2K
$10.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Nat West Group PLC
|
SELL
|
- |
-5.18K- 39.11% |
$2.04M - $2.28M
|
8.07K
$4.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.25K- 32.77% |
$2.07M - $2.31M
|
10.8K
$5.98M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-5.29K- 2.44% |
$2.08M - $2.32M
|
211K
$117M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.46KClosed |
$2.15M - $2.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5.58K- 3.81% |
$2.2M - $2.45M
|
141K
$78.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.64K- 22.84% |
$2.22M - $2.48M
|
19.1K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5.67K- 3.77% |
$2.24M - $2.49M
|
145K
$80.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.84K- 5.7% |
$2.3M - $2.57M
|
96.6K
$53.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.93K- 9.38% |
$2.34M - $2.6M
|
57.3K
$31.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.93K- 55.45% |
$2.34M - $2.6M
|
4.77K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6.32K- 4.93% |
$2.49M - $2.77M
|
122K
$67.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-6.41KClosed |
$2.53M - $2.81M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6.55KClosed |
$2.58M - $2.88M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 4.09% |
$2.58M - $2.88M
|
154K
$85.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-6.59KClosed |
$2.6M - $2.89M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.65K- 3.77% |
$2.62M - $2.92M
|
170K
$94.2M
|
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6.93K- 7.92% |
$2.73M - $3.04M
|
80.5K
$44.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-7K- 58.33% |
$2.76M - $3.07M
|
5K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$2.79M - $3.11M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.1K- 41.89% |
$2.8M - $3.12M
|
9.85K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-7.23K- 90.59% |
$2.85M - $3.17M
|
751
$417K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.44K- 44.68% |
$2.93M - $3.27M
|
9.21K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.72K- 4.12% |
$3.04M - $3.39M
|
180K
$99.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-8KClosed |
$3.15M - $3.51M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.02K- 15.22% |
$3.16M - $3.52M
|
44.7K
$24.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.23K- 1.63% |
$3.25M - $3.61M
|
497K
$276M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-8.47K- 48.14% |
$3.34M - $3.72M
|
9.13K
$5.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.77K- 1.6% |
$3.46M - $3.85M
|
539K
$299M
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8.82K- 21.84% |
$3.47M - $3.87M
|
31.6K
$17.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-8.9K- 77.12% |
$3.51M - $3.91M
|
2.64K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-8.95K- 2.33% |
$3.53M - $3.93M
|
375K
$208M
|
|
|
Aug 13, 2024
Q4 2021
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-9.03K- 10.38% |
$3.56M - $3.96M
|
77.9K
$43.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.14K- 18.63% |
$3.6M - $4.01M
|
39.9K
$22.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-9.49K- 2.26% |
$3.74M - $4.17M
|
411K
$228M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.5K- 0.35% |
$3.75M - $4.17M
|
2.68M
$1.49B
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.53K- 32.82% |
$3.75M - $4.18M
|
19.5K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.63K- 26.27% |
$3.8M - $4.23M
|
27K
$15M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.69K- 74.37% |
$3.82M - $4.25M
|
3.34K
$1.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.76K- 0.97% |
$3.85M - $4.28M
|
992K
$551M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-9.87K- 41.97% |
$3.89M - $4.33M
|
13.6K
$7.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.95KClosed |
$3.92M - $4.37M
|
0
$0
|